Overview
TW-IM, LLC (collectively, “us,” “we,” “our,” and “Adviser”) was formed as a Texas limited liability
company in 2013 by our principal owners and Managing Partners, Jason Downie, and Edward Herring
(collectively, our “Managing Partners”).
We provide discretionary investment advice solely to private equity funds. We seek substantial long-term
capital appreciation by making privately negotiated equity investments in oil and gas companies
domestically, including upstream, midstream and services businesses. The private equity funds are referred
to in this Disclosure Brochure as the “Fund(s)” or our “Client(s)”. Messrs. Downie and Herring are the
principals of the general partner of each of the
Funds. The investors that may be admitted in one or more
of the Funds are referred to in this Disclosure Brochure as “investors.”
We provide advice to each Client taking into account its specific investment objectives and the investment
restrictions contained in its limited partnership agreement and other governing documents.
Wrap Fee Programs
We do not participate in wrap fee programs.
Assets Under Management
As of December 31, 2023, the Adviser has $3,125,915,284 in regulatory assets under management
(“RAUM”), all of which are managed on a discretionary basis. Investors can request more current
information at any time by contacting the Adviser.